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Sr. Relationship Manager - Wealth - Sales - Lucknow - Halwasiya Complex - MM
Eofh · Lucknow, Uttar Pradesh, India
About The Role
- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To Enhance & Retain customer profitability by capturing a larger share of Wallet. • Ensure profitability of the portfolio: Generate high Income per Customer. • Acquire new customers who meet product criteria through cross-referral.
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